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Nonprofiteer
← JEWISH FEDERATION OF GREATER PORTLAND

Form 990 for tax year 2022

Filed by JEWISH FEDERATION OF GREATER PORTLAND.

Totals

Total revenue
$3,755,994
Total expenses
$3,988,209
Contributions and grants received
$3,761,480
Grants paid
$2,171,277
Program service revenue
$0
Investment income
$113,475
Other revenue
-$118,961
Total assets, end of year
$8,894,069
Total liabilities, end of year
$3,163,366
Net assets or fund balances, end of year
$5,730,703
Program services expenses (Part IX)
$3,257,525
Management and general expenses
$373,355
Fundraising expenses
$357,329
Program service expenses (Part III)
$3,257,525

Program services were 81.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $58,184

  • 1f · All other contributions, gifts and grants

    $3,703,296

  • 1g · Noncash contributions included above

    $250,268

  • 3 · Investment income

    total $113,475 · excluded $113,475

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $42,750

  • 8a · Fundraising events: contributions included on line 1c

    $58,184

  • 8b · Fundraising events: direct expenses

    $161,711

  • 8c · Net income from fundraising events

    total -$118,961 · excluded -$118,961

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,171,277 · program services $2,171,277

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $314,517 · program services $186,583 · management and general $58,623 · fundraising $69,311

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $764,975 · program services $453,812 · management and general $142,584 · fundraising $168,579

  • 8 · Pension plan contributions

    total $45,150 · program services $26,785 · management and general $8,416 · fundraising $9,949

  • 9 · Other employee benefits

    total $92,821 · program services $55,065 · management and general $17,301 · fundraising $20,455

  • 10 · Payroll taxes

    total $85,972 · program services $51,002 · management and general $16,024 · fundraising $18,946

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $86,937 · program services $40,834 · management and general $39,850 · fundraising $6,253

  • 12 · Advertising and promotion

    total $695 · program services $426 · management and general $123 · fundraising $146

  • 13 · Office expenses

    total $34,306 · program services $17,561 · management and general $6,087 · fundraising $10,658

  • 14 · Information technology

    total $65,061 · program services $38,596 · management and general $12,127 · fundraising $14,338

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $104,184 · program services $61,806 · management and general $19,419 · fundraising $22,959

  • 17 · Travel

    total $7,197 · program services $3,939 · management and general $1,083 · fundraising $2,175

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $26,375 · program services $17,707 · management and general $3,972 · fundraising $4,696

  • 20 · Interest

    total $27,380 · management and general $27,380

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $36,772 · program services $23,777 · management and general $12,995

  • 23 · Insurance

    total $15,975 · program services $9,477 · management and general $2,978 · fundraising $3,520

  • 24a · Other expenses: BOOKS - PJ LIBRARY

    total $55,438 · program services $55,438

  • 24b · Other expenses: BURIAL SERVICES

    total $23,815 · program services $23,815

  • 24c · Other expenses: CULTIVATION

    total $12,331 · program services $7,978 · management and general $1,927 · fundraising $2,426

  • 24d · Other expenses: EQUIPMENT RENT & REPAIRS

    total $7,865 · program services $4,666 · management and general $1,466 · fundraising $1,733

  • 24e · All other expenses

    total $9,166 · program services $6,981 · management and general $1,000 · fundraising $1,185

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,650,183 · end of year $688,605

  • 2 · Savings and temporary cash investments

    end of year $1,000,877

  • 3 · Pledges and grants receivable

    beginning of year $1,751,466 · end of year $1,681,793

  • 4 · Accounts receivable

    beginning of year $102,201 · end of year $85,623

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $26,000 · end of year $10,000

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $26,993 · end of year $61,651

  • 10a · Land, buildings and equipment: cost or other basis

    $1,102,383

  • 10b · Land, buildings and equipment: accumulated depreciation

    $201,143

  • 10c · Land, buildings and equipment, net

    beginning of year $931,825 · end of year $901,240

  • 11 · Investments: publicly traded securities

    beginning of year $3,071,851 · end of year $3,441,160

  • 12 · Investments: other securities

    beginning of year $542,015 · end of year $529,895

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $493,225

  • 17 · Accounts payable and accrued expenses

    beginning of year $183,549 · end of year $186,048

  • 18 · Grants payable

    beginning of year $3,200,298 · end of year $2,484,093

  • 25 · Other liabilities

    end of year $493,225

  • 27 · Net assets without donor restrictions

    beginning of year $4,196,080 · end of year $3,803,379

  • 28 · Net assets with donor restrictions

    beginning of year $1,522,607 · end of year $1,927,324

Mission and programs · 2022

Mission

TO ASSURE THE BUILDING AND STRENGTHENING OF THE JEWISH COMMUNITY LOCALLY, NATIONALLY, OVERSEAS AND IN ISRAEL, IN ACCORDANCE WITH JEWISH VALUES.

  • THE JEWISH FEDERATION OF GREATER PORTLAND, FOR 103 YEARS, CONTINUES TO FULFILL ITS MISSION TO SERVE AND STRENGTHEN OUR JEWISH COMMUNITY. THANKS TO THE INCREDIBLE GENEROSITY OF OUR DONORS, THE JEWISH FEDERATION WORKED TIRELESSLY TO MOVE OUR COMMUNITY, LOCALLY AND AROUND THE WORLD, FORWARD. THIS PAST YEAR HAS SEEN ITS SUCCESSES. WE WELCOMED 400 COMMUNITY MEMBERS AT OUR CENTENNIAL GALA, THE FIRST LARGE GATHERING FOR OUR COMMUNITY FOLLOWING THE PANDEMIC. OUR CENTENNIAL COMMUNITY TRIP TO ISRAEL GAVE 200 COMMUNITY MEMBERS THE OPPORTUNITY TO EXPERIENCE THE RICH HISTORY AND CULTURE OF ISRAEL AND GAIN A NEW SENSE OF THE PORTLAND JEWISH COMMUNITY. WE PROUDLY CONDUCTED THE MOST COMPREHENSIVE STUDY OF OUR JEWISH COMMUNITY IN ITS HISTORY. THE RESULTS WERE ANALYZED AND RELEASED THIS YEAR HIGHLIGHTING MANY IMPORTANT FINDINGS TO ADDRESS THE CHANGING NEEDS OF OUR JEWISH COMMUNITY. AND, ONCE AGAIN, WITH THE GENEROSITY OF OUR DONORS, WE RAISED IN EXCESS OF $4.1 MILLION TO MEET COMMUNITY NEEDS. THESE FUNDS HELP TO FUND ORGANIZATIONS AND PROGRAMS THAT WILL ENSURE A VIBRANT JEWISH COMMUNITY. SADLY, WE CONTINUE TO SEE THE RISE OF ANTISEMITISM, BOTH LOCALLY AND NATIONALLY. THE JEWISH FEDERATION WORKS TIRELESSLY TO ADDRESS ANTISEMITISM THROUGH WORKSHOPS, EDUCATION, SECURITY TRAINING, AND WORKING WITH SCHOOLS AND CITIES ACROSS OREGON. PLUS, THE WAR IN UKRAINE CONTINUES. SINCE THE WAR BEGAN, THE JEWISH FEDERATION HAS RAISED OVER $650,000 TO SUPPORT REFUGEES FLEEING UKRAINE AND FAMILIES WHO HAVE COME TO PORTLAND IN COLLABORATION WITH OUR PARTNERS. IN THIS TUMULTUOUS WORLD, WE ARE PROUD OF THE POSITIVE ACCOMPLISHMENTS THAT HAPPENED THIS PAST YEAR.JEWISH FEDERATION OF GREATER PORTLAND RELEASED THE RESULTS OF THE MOST EXTENSIVE STUDY OF THE PORTLAND JEWISH COMMUNITY EVER IN A NEW REPORT, THE 2022-23 GREATER PORTLAND JEWISH COMMUNITY STUDY. CONDUCTED IN PARTNERSHIP WITH BRANDEIS UNIVERSITYS COHEN CENTER FOR MODERN JEWISH STUDIES, THE STUDY EXAMINES THE SIZE AND CHARACTERISTICS OF THE LOCAL JEWISH COMMUNITY, INCLUDING DEMOGRAPHICS, FINANCIAL CHALLENGES, MENTAL HEALTH NEEDS, AND THE ONGOING CONCERN OF ANTISEMITISM. AS SUCH, THE REPORT IS ESSENTIAL FOR JEWISH AND NON-JEWISH COMMUNAL ORGANIZATIONS TO MAKE INFORMED, DATA DRIVEN DECISIONS ABOUT PROGRAMS AND INITIATIVES THAT BENEFIT THE ENTIRE COMMUNITY.THE WEXNER HERITAGE LEADERSHIP PROGRAM CONCLUDED IN JUNE 2023. TWENTY LOCAL COMMUNITY PARTICIPANTS HAD THE OPPORTUNITY TO LEARN FROM INCREDIBLE SCHOLARS AND TRAVEL TO ISRAEL AS PART OF THE PREEMINENT JEWISH LEADERSHIP PROGRAM IN THE WORLD. WE LOOK FORWARD TO SEEING THE LEADERSHIP ROLES THESE INDIVIDUALS WILL TAKE IN THE YEARS AHEAD TO ENRICH OUR JEWISH COMMUNITY.

    Expenses $2,171,277 · Grants $2,171,277

  • COMMUNITY ENGAGEMENT: SUPPORT FOR A MYRIAD OF PROGRAMS THAT HELP STRENGTHEN JEWISH IDENTITY, CULTURE AND COMMUNITY INCLUDING PROGRAMS FOR SENIORS, CHILDREN, FAMILIES, YOUNG ADULTS AND NEWCOMERS, SCHOLARSHIPS FOR EDUCATIONAL OPPORTUNITIES, COMMUNITY ENRICHMENT PROGRAMS, SUPPORT FOR TEEN PROGRAMS IN ISRAEL, LEADERSHIP DEVELOPMENT PROGRAMS AND FUTURE PLANNING AND COORDINATION OF THE JEWISH COMMUNITY.

    Expenses $573,941

  • COMMUNITY PLANNING AND COORDINATION: COMMUNITY PLANNING ASSESSES LONG-TERM JEWISH COMMUNITY NEEDS, IDENTIFIES PRIORITIES AND DEVELOPS ACTION PLANS. THE JEWISH FEDERATION IS COMMITTED TO PLANNING A VIBRANT FUTURE FOR A FLOURISHING JEWISH COMMUNITY WITH ALL POSSIBLE PARTNERS, LISTENING TO AND ENGAGING WITH THE FULL DIVERSITY OF INDIVIDUALS AND JEWISH ORGANIZATIONS.

    Expenses $270,358

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Marc N Blattner

    President & CEO

    Total calculated
    $300,082
    From this org
    $271,105
    From related orgs
    $0
    Other
    $28,977
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $271,105
    Bonus
    not reported
    Other
    not reported
    Deferred
    $18,552
    Nontaxable benefits
    $10,425
    Filer's total
    $300,082

  • Mindy Zeitzer

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Lauren Goldstein

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Jack Birnbach

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Leslie Beard

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Emily Benoit

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Craig Berne

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sarah Rosenberg Brown

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jodi Fried

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Les Gutfreund

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Hank Kaplan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Stuart Kirschner

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ronnie Malka

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Alan Montrose

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Richard Meyer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Nicole Sacks

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Eliana Temkin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey Weitz

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jessica Zutz Hilbert

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Provenance

Return type
form_990
Tax year
2022
Filed
20 March 2024
IRS schema version
2022v5.0
Source object
202440829349300629

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